Job Title: Client Services Specialist (1118)
Location: (City, State) | Hybrid, 3 days onsite
Duration: Contract - 6 months
Pay Range: $22/hr $22/hr (W2)
Job ID: 408518
About BCforward
BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Job Description
We are seeking a Client Services Specialist to join our dynamic team. The ideal candidate will have strong experience in wealth management and fiduciary trust systems support and a proven ability to troubleshoot, resolve operational issues, and deliver timely client and user support.
Responsibilities:
- Set up KeyLink and Wealth Portal access for clients.
- Set up Payweb, Stellar, and Wealth Direction access for clients and troubleshoot access issues.
- Process Advent, Data Aggregators, and Insignis MSCI setup requests.
- Verify and correct KeyLink coding to remediate error conditions; coordinate system coding corrections as needed.
- Research issues to determine isolated versus global problems and work with technology partners to resolve.
- Log and manage ServiceNow tickets for system issues.
- Process daily IBX and OBI reports and monthly Wealth Portal reports.
- Distribute weekly communications, including critical technology platform alerts.
- Manage and update SharePoint site content and structure.
- Serve as first-line support for internal Wealth users, including general maintenance and system messaging.
- Communicate with Trust Officers, Portfolio Managers, Associates, and Operations staff nationally to resolve issues and maintain relationships.
- Participate in committees, testing, upgrades, and disaster recovery exercises for KeyLink and related systems, including limited off-hours or weekend testing.
- Conduct extensive research and resolution for complex issues across Statement Preparation, KeyLink, Wealth Portal, and Wealth Direction.
- Provide backup coverage for team members and support special projects as assigned.
Required Skills & Qualifications:
- Undergraduate degree in business or technology. Equivalent experience may be substituted.
- Working knowledge of mobile platforms, browsers, system issues, and client navigation.
- Minimum 3 years in bank operations, trust administration, wealth management, or technology operations.
- Client-first mindset with urgency for problem resolution.
- Strong analytical and problem-solving skills; strong written and verbal communication skills.
- Proficiency with MS Excel, Word, and PowerPoint.
Preferred Skills:
- Experience with KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos, and Wealth Direction.
Why BCforward?
At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:
- Competitive compensation and benefits.
- Opportunities for growth with global clients.
- A supportive, inclusive culture that values innovation and people.
- Exposure to cutting-edge technologies and projects.
About Our Commitment
BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.
Interested? Apply Now!
If this sounds like the right opportunity for you, please apply with your most recent resume.